+48.7%
LUNR vs APTV
-74.1%
+122.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | -3.1% | -5.0% | +1.9% | -2.1% |
| 30D | -15.3% | -6.1% | -9.3% | -14.2% |
| 3M | -53.2% | -33.0% | -20.2% | -49.2% |
| 6M | -22.2% | -35.2% | +13.0% | -15.4% |
| YTD | -11.6% | -40.1% | +28.6% | -2.9% |
| 1Y | +68.4% | -45.6% | +114.0% | +88.6% |
| 3Y | +216.8% | -54.4% | +271.1% | +231.3% |
| All | +48.7% | -74.1% | +122.8% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling